JWM
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JPL Wealth Management’s Fidelity D&D Bancorp FDBC Stock Holding History

JPL Wealth Management’s Portfolio FDBC Stock Details FDBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52 Hold
1
– – ﹤0.01% 1714
2026
Q1 		$44 Buy
+1
New +$44 ﹤0.01% 1510

Other funds holding FDBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSWP
Liberty Square Wealth Partners Bethlehem, Pennsylvania $420M AUM 24.56% 1-Year Est. Return

JPL Wealth Management's FDBC Position: Q2 2026 in Review

JPL Wealth Management held its Fidelity D&D Bancorp (FDBC) position steady in Q2 2026 at 1 share worth $52. The position accounts for ﹤0.01% of the portfolio, ranked #1714.

JPL Wealth Management first reported a position in FDBC in Q1 2026 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold FDBC as of Q2 2026.

  • JPL Wealth Management held 1 share of Fidelity D&D Bancorp worth $52 as of Q2 2026.
  • JPL Wealth Management left its Fidelity D&D Bancorp share count unchanged in Q2 2026.
  • Fidelity D&D Bancorp made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1714 holding.
  • JPL Wealth Management first reported a position in Fidelity D&D Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held Fidelity D&D Bancorp as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.